Zmanjkovalo bo tudi diskov

DeeJay je 28. mar 2026 ob 19:19:46 izjavil:

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SSD prices are skyrocketing primarily because manufacturers are prioritizing high-margin enterprise and AI storage over consumer products. Data centers are facing a severe hard drive shortage, forcing a massive transition toward NAND-based flash storage to support AI inference clusters. Major manufacturers like Samsung and SK Hynix have intentionally reduced NAND wafer output to protect profitability and keep prices high. Spot prices for 512 Gbit TLC NAND have surged nearly 9x in just six months, far outpacing even the recent DRAM price spikes. NVIDIA’s upcoming server solutions are projected to consume a significant percentage of global NAND demand, further tightening the market. Large suppliers like Kioxia and Western Digital report being effectively sold out of production capacity through 2026. While consumer product prices haven't fully reflected these upstream costs yet, popular 2TB NVMe drives have already doubled in price. Even newer competitors like China’s YMTC are seeing price hikes, though they remain slightly more competitive than the established "cartel" of manufacturers. Analysts suggest this trend is structural rather than temporary, meaning relief is unlikely in the near term. The current situation closely mirrors previous DRAM price-fixing cycles, where reduced supply met surging demand to maximize corporate profits.